Pathway Financial Advisers’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
41,612
+1,733
+4% +$42K 0.33% 95
2025
Q1
$1.01M Buy
39,879
+1,034
+3% +$26.2K 0.35% 89
2024
Q4
$1.03M Sell
38,845
-760
-2% -$20.2K 0.35% 90
2024
Q3
$1.15M Sell
39,605
-17,982
-31% -$520K 0.52% 60
2024
Q2
$1.61M Sell
57,587
-1,091
-2% -$30.5K 0.58% 63
2024
Q1
$1.63M Buy
58,678
+6,823
+13% +$189K 0.59% 61
2023
Q4
$1.49M Sell
51,855
-3,302
-6% -$95.1K 0.57% 61
2023
Q3
$1.83M Buy
+55,157
New +$1.83M 0.76% 46
2023
Q1
$2.24M Sell
54,798
-2,354
-4% -$96K 0.9% 35
2022
Q4
$2.93M Buy
+57,152
New +$2.93M 1.19% 24